See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,258 | $43,327+99.1% | $59,878+44.1% | $64,186+34.4% |
| Participation rate | 56.5% | 69.2%-12.6pp | 74.7%-18.2pp | 69.6%-13.0pp |
| Annual return | -5.68% | -1.55%-4.1pp | 3.46%-9.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,201 | $2,028-40.8% | $2,722-55.9% | $2,381-49.5% |
| Participant deferral / active EE | $3,473 | $2,546+36.4% | $3,402+2.1% | $3,470+0.1% |
| Admin fee / account holder | $7,543 | $3,005+151.0% | $3,590+110.1% | $4,888+54.3% |